#2026年比特币价格展望 Bitcoin secures a quick victory against bears at the start of the year? After a 6% weekly gain, the market bets there's more to come

With 2026 just one week in, $BTC has already delivered a wake-up call to bulls. Having surged above 94,000 dollars briefly last week, it's now holding steady around 93,244 dollars, with year-to-date gains already exceeding 6%—this pace is enough to make last year's end plunge seem less painful.

Over on Wall Street, Tom Lee, co-founder of Fundstrat Global Advisors, has been busy these past few days. This guy laid it out straightforwardly: Bitcoin is far from hitting its ceiling, boldly predicting: "It's possible to set a new all-time high by the end of January." To be honest, his prediction at year-end last year was a bit off (originally thought breakthrough 200,000 dollars by end of 2025), but this time he seems to have learned his lesson, with more solid judgment.

However, Lee isn't blowing smoke—he candidly admits the first half may see some volatility, with institutions rebalancing their positions and the entire crypto market in a "strategic reset" phase. But his logic is that the current shaking is actually "building energy" for a major move in the second half.

There's another detail that can't be overlooked. Recent geopolitical events keep emerging, and such risk events typically spike Bitcoin's safe-haven demand in the short term, with capital indeed quietly becoming more active.

The truly interesting signals come from the options market. Traders are now closely watching the 100,000 dollar level—in the options contracts expiring January 30, the buy interest in the 100,000 dollar strike price is off the charts, even more than double the volume of 80,000 dollar put options. Jake Ostrovskis, OTC trading head at Wintermute, points out that market put premium is continuously declining, which basically means everyone no longer expects an "apocalyptic" crash, and this itself releases quite a positive signal.

Compared to last year's end's nerve-wracking plunge, this year's market sentiment is clearly different—much more stable, and confidence is back. Whether you're a professional crypto asset allocator or a regular investor, these subtle market shifts are worth paying closer attention to, because asset price turning points often lie hidden in these overlooked details.